Project System Configuration - Steps

Investment Management configuration 

Define Program Types

Define User Fields

Specify Status Profile & Assign to Program type

Generate Investment Program from Profit center & Cost center hierarchy

Maintaining Planning & Budget Profile & assigning it to Program type

Maintaining appropriation request types

Specifying Special symbols for appropriation request number

Maintaining coding masks for appropriation request number

Configuring Internal orders as Investment measures

Defining Tolerance limits for availability control

Configuring projects as Investment measures 

  Project System Configuration 

Define Project Profile

Define Investment Profile

Maintain Budget Profile

Defining Special Characters for Projects and Project coding mask

Creating Project type for WBS elements

Creating user defined fields for WBS elements

Maintaining substitution rule

Maintaining network types and its parameters

Maintaining network profiles

Defining Milestone usage

Defining Time profiles for Project planning board

Defining profiles for the project planning board

Defining Value categories

Maintaining budget profile
Creating settlement profile & specifying default profile in
Project definition
Defining strategies for determining settlement rules
Assigning strategies and default rules to network types
Specify default settlement profiles for networks
Defining parameters for Availability check
Defining confirmation parameters